Prio Wealth Employee Directory

Q: What is Prio Wealth known for?

Prio Wealth was founded in 1988. Prio Wealth operates in the Investment Management industry.

Q: How many employees does Prio Wealth have currently?

Prio Wealth has approximately 22 employees.

Investment ManagementMassachusetts, United States11-50 Employees

Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals.  Their experienced team of professionals utilize a collaborative process to provide individuals, families and non-profit organizations with personalized wealth management and financial planning services.

Find Prio Wealth employees' phone numbers or email addresses

Prio Wealth Global Highlights

North America
14

United States Of America
14

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Prio Wealth's Leadership

J. B.
Chief Executive Officer
Mobile Phone
Email
S. S. M.
Managing Director, Chief Investment Officer Of Fixed Income
Mobile Phone
Email
K. M.
Managing Partner, Wealth Advisor
Mobile Phone
Email
P. M.
Administrative Director
Mobile Phone
Email
D. S.
Managing Director Trading
Mobile Phone
Email
B. D.
Managing Director, Director Of Financial Planning
Mobile Phone
Email
M. W.
Managing Director
Mobile Phone
Email
W. D.
Managing Director, Director Of Financial Planning
Mobile Phone
Email

Contact profiles from Prio Wealth

Name

Title

Contact Info

Location

Last Update

K. C.
Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Apr 06, 2023
T. N.
Operations Administrator
Mobile Phone
Email
United StatesNew York
Oct 21, 2024

Frequently Asked Questions

What is Prio Wealth known for?

Prio Wealth was founded in 1988 operates in the Investment Management industry. The company's main headquarters is located in 265 Franklin Street, 20th Floor. Explore Prio Wealth's company overview page for more information.

What is Prio Wealth's most common email format?

Prio Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prio Wealth email formats with LeadIQ.

How many employees does Prio Wealth have currently?

Prio Wealth has approximately 22 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Prio Wealth's key employees and leadership?

As of December 2025, Prio Wealth's key employees include:

Chief Executive Officer: J. B.
Managing Director, Chief Investment Officer Of Fixed Income: S. S. M.
Managing Partner, Wealth Advisor: K. M.
Administrative Director: P. M.
Managing Director Trading: D. S.

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